StockDriftsStockDriftsTop 12 ShawSpring Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OKTA | OKTA INC | 16.62% | 565.0K | $44.5M | -36.04%(-318.40K) | $103.68(-21.83%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 14.51% | 186.5K | $38.8M | +57.47%(+68.06K) | $223.13(+19.76%) | 2026-03-31 | |
| BABA | ALIBABA GROUP HLDG LTD | 13.61% | 290.3K | $36.4M | -23.24%(-87.89K) | $162.65(-13.24%) | 2026-03-31 | |
| ZS | ZSCALER INC | 10.51% | 200.4K | $28.1M | new | $182.60(-15.83%) | 2026-03-31 | |
| BRZE | BRAZE INC | 9.81% | 1.11M | $26.3M | -24.50%(-360.91K) | $37.51(-47.02%) | 2026-03-31 | |
| INTU | INTUIT | 6.61% | 40.9K | $17.7M | -19.29%(-9.78K) | $501.63(-24.59%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DEL | 6.45% | 202.9K | $17.3M | -45.42%(-168.90K) | $103.23(-11.68%) | 2026-03-31 | |
| CPNG | COUPANG INC | 6.39% | 906.3K | $17.1M | new | $20.76(-20.07%) | 2026-03-31 | |
| CSGP | COSTAR GROUP INC | 5.11% | 339.1K | $13.7M | -64.59%(-618.48K) | $74.88(-57.47%) | 2026-03-31 | |
| PCOR | PROCORE TECHNOLOGIES INC | 4.62% | 216.8K | $12.4M | -68.20%(-464.78K) | $66.62(-30.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.94% | -14.09% |
| Top 20 Holdings Unweighted | +3.33% | +10.34% |
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